|
501
|
IEQ Capital
Foster City,
California
|
$999K
|
+$152K
|
+969
|
+19%
|
|
|
502
|
Meridian Wealth Management
Lexington,
Kentucky
|
$996K
|
-$6.29K
|
-40
|
-0.7%
|
|
|
503
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$989K
|
–
|
–
|
–
|
|
|
504
|
Sargent Investment Group
Bethesda,
Maryland
|
$973K
|
–
|
–
|
–
|
|
|
505
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$967K
|
+$31.1K
|
+198
|
+4%
|
|
|
506
|
EP Wealth Advisors
Torrance,
California
|
$964K
|
-$5.98K
|
-38
|
-0.6%
|
|
|
507
|
Hudson Value Partners
Palm Beach,
Florida
|
$963K
|
–
|
–
|
–
|
|
|
508
|
Bienville Capital Management
New York
|
$962K
|
–
|
–
|
–
|
|
|
509
|
Charles Schwab Trust
Henderson,
Nevada
|
$945K
|
–
|
–
|
–
|
|
|
510
|
Institute for Wealth Management
Denver,
Colorado
|
$939K
|
-$3.15K
|
-20
|
-0.4%
|
|
|
511
|
MY Wealth Management
Germantown,
Maryland
|
$933K
|
+$888K
|
+5,646
|
New
|
|
|
512
|
Financial Advocates Investment Management
Olympia,
Washington
|
$929K
|
-$44.8K
|
-285
|
-5%
|
|
|
513
|
Capital Management Associates (New York)
New York
|
$928K
|
-$342K
|
-2,175
|
-28%
|
|
|
514
|
Cresset Asset Management
Chicago,
Illinois
|
$927K
|
+$492K
|
+3,125
|
+126%
|
|
|
515
|
Verition Fund Management
Greenwich,
Connecticut
|
$920K
|
+$876K
|
+5,567
|
New
|
|
|
516
|
Mirabella Financial Services
London,
United Kingdom
|
$906K
|
+$861K
|
+5,476
|
New
|
|
|
517
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$902K
|
+$111K
|
+705
|
+15%
|
|
|
518
|
Tiedemann Advisors
New York
|
$882K
|
–
|
–
|
–
|
|
|
519
|
Great Lakes Advisors
Chicago,
Illinois
|
$877K
|
-$30.5K
|
-194
|
-4%
|
|
|
520
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$868K
|
+$457K
|
+2,903
|
+124%
|
|
|
521
|
GSA Capital Partners
London,
United Kingdom
|
$860K
|
+$549K
|
+3,490
|
+204%
|
|
|
522
|
MAI Capital Management
Independence,
Ohio
|
$858K
|
-$612K
|
-3,891
|
-43%
|
|
|
523
|
RBC Europe
London,
United Kingdom
|
$849K
|
-$41.7K
|
-265
|
-5%
|
|
|
524
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$846K
|
–
|
–
|
–
|
|
|
525
|
Independent Financial Group
San Diego,
California
|
$837K
|
-$389K
|
-2,471
|
-33%
|
|
